Best Investors Account Sign in
Inactive

Chase Chafin Mclean

Cavanal Hill Investment Management, Inc.

Dallas, TX

Claim This Profile
Current Employers
Cavanal Hill Investment Management, Inc.

One Williams Center 15Th Floor, Tulsa, OK 74172-0172 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-01
OK RA APPROVED 2023-06-28
  • TX RA
    APPROVED
    Since 2024-08-01
  • OK RA
    APPROVED
    Since 2023-06-28

Branch Locations

5954 Sherry Lane Suite 700, Dallas, TX 75225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Colorado School Of The Mines Golden CO 09/2017 05/2021
Bokf, Na Tulsa OK 07/2021 01/2023
Cavanal Hill Investment Management, Inc. Tulsa OK 01/2023 Present
Valor Christian High School Highlands Ranch CO 09/2015 07/2017
  • 09/2017 → 05/2021
    Colorado School Of The Mines
    Golden, CO
  • 07/2021 → 01/2023
    Bokf, Na
    Tulsa, OK
  • 01/2023 → Present
    Cavanal Hill Investment Management, Inc.
    Tulsa, OK
  • 09/2015 → 07/2017
    Valor Christian High School
    Highlands Ranch, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-28
  • S65 Uniform Investment Adviser Law Examination
    2023-06-28

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor